Templeton Asset Management’s Mark Mobius says emerging markets are offering less risk and better returns than other more developed markets. Mobius tells Bloomberg that many emerging markets have lower debt…
Category: Sector Data
Berkowitz, Paulson Upped Stakes in Several Financials in Q1
While Warren Buffett trimmed some of his financial stock holdings in the first quarter, two other top strategists — hedge fund guru John Paulson and Morningstar fund manager of the…
Biggs Sees Tech Sector Leading Next Push Upward
Hedge fund guru Barton Biggs says the global economic recovery is a strong one, and that the next big move in the U.S. market will be a tech-stock-led 15% to…
Paulson Sees Nice Gains Ahead for Housing Prices, Corporate Profits
John Paulson, the hedge fund manager who made billions by calling the U.S. housing market plunge, now sees good times ahead for U.S. home prices and corporate profits. And he…
Dreman: Large-Cap Value Still a Good Place to Be
Add another top strategist to the list of those targeting large-cap stocks. In his latest Forbes article, contrarian guru David Dreman says large-caps have been lagging their smaller peers for…
Reese and the Gurus Finding Value in Large-Caps
In his latest column for NASDAQ.com, Validea CEO John Reese takes a look at some of the best large-cap stocks in the market. Noting that several top managers — including…
Leuthold Dumping Bonds, Keying on Dividend Stocks
Steven Leuthold, the longtime bear who made a successful bullish call back in the winter of 2008/2009, is cutting back on junk bonds that have offered big returns over the…
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Muhlenkamp Likes Financial Services, Tech Stocks
Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as…
Ritholtz on the Not-So-Abnormal Rally
Barry Ritholtz of FusionIQ and The Big Picture blog says that as long as the Federal Reserve keeps interest rates near zero, it’s unwise to short stocks. “As I’ve told…